Every 8-K that AMERICAN HOMES 4 RENT (AMH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AMH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AMH filings page.
American Homes 4 Rent (AMH) furnished an “Investor Highlights – September 2026” presentation outlining its strategy, guidance and balance sheet metrics. For full year 2026, the company targets Core FFO per share and unit of $1.93–$1.97, with 4.3% growth at the guidance midpoint and Same-Home core revenues growth of 2.25%.
The materials emphasize AMH’s single-family rental platform of 60,482 owned properties across 30+ markets, Same-Home average occupied days of 96.0% and Same-Home average monthly realized rent of $2,346 for the quarter ended June 30, 2026. The company highlights vertically integrated development, expecting 1,700–2,100 total 2026 development deliveries (wholly owned and JV) and more than $750 million in related capital investment, alongside an expected $500 million+ of disposition proceeds for 2026.
AMH points to an investment-grade, fully unencumbered balance sheet with Baa2/BBB ratings, Net Debt and Preferred Shares to Adjusted EBITDAre of 5.2x, Fixed Charge Coverage of 4.2x, and $19.2 billion of total capitalization as of June 30, 2026. The deck also describes regulatory developments, including the 21st Century ROAD to Housing Act, and details on non-GAAP measures and sustainability and governance practices.
American Homes 4 Rent entered a new at-the-market equity program supported by a fresh automatic shelf registration. The company may issue and sell up to $1.0 billion of Class A common shares from time to time through multiple sales agents and related forward sale structures.
The structure allows sales directly into the market or via forward purchasers, with agents earning up to 2.0% commissions. The company plans to contribute net proceeds to its operating partnership to repay revolving credit facility debt, fund growth in single-family rental properties, and for general corporate purposes, including potential share repurchases.
American Homes 4 Rent furnished an investor presentation outlining its 2026 outlook, capital plans, operating metrics and balance sheet profile. The company guides to full-year 2026 Core FFO per share and unit of $1.89–$1.95, with a midpoint of $1.92, representing 2.7% Core FFO growth.
Same-home core revenues are expected to grow 1.25%–3.25%, with a 2.25% midpoint, supported by strong occupancy and positive blended lease spreads. AMH plans 1,700–2,100 total development deliveries at a $650–$850 million capital investment midpoint of $750 million, while maintaining an investment grade balance sheet at 5.3x net debt and preferred shares to Adjusted EBITDAre and $860 million of undrawn revolver capacity.
The presentation highlights approximately $390 million of share and unit repurchases from November 2025 to May 2026, a new $500 million authorization with about $377 million remaining as of May, and no debt maturities until 2028. AMH also emphasizes its large single-family rental portfolio, development pipeline, stable resident base, sustainability initiatives and non-GAAP metrics such as Core NOI, EBITDAre and Core FFO with detailed reconciliations.
American Homes 4 Rent held its virtual-only 2026 Annual Meeting of Shareholders, where investors voted on three key proposals. Shareholders elected ten trustees to the Board for the succeeding year, following David Goldberg’s retirement, with each nominee receiving strong majority support.
Shareholders ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 373,234,253 votes for and 1,514,777 against. They also approved, on an advisory basis, named executive officer compensation, with 343,196,661 votes for and 14,466,703 against.
American Homes 4 Rent (AMH) reported higher results for the quarter ended March 31, 2026. Rents and other single-family property revenues rose 2.8% year-over-year to $472.0 million, driven mainly by higher rental rates. Net income attributable to common shareholders increased to $127.8 million, or $0.35 per diluted share, compared with $110.0 million, or $0.30 per diluted share, a year earlier.
Core Funds from Operations rose to $200.1 million, or $0.48 per share and unit, while Adjusted FFO reached $187.4 million, or $0.45, both up from the prior year as Core NOI grew across the portfolio. Same-Home Core NOI increased 3.7% and Same-Home Average Occupied Days Percentage was a solid 95.1%, reflecting resilient demand.
AMH continued to invest and return capital. It delivered 539 newly constructed homes through its development program and ended the quarter with 60,200 single-family properties in operation. The company repurchased and retired 3.7 million Class A shares for $115.1 million in the quarter and another 3.2 million shares for $94.0 million in April. Management reaffirmed full-year 2026 Core FFO guidance of $1.89–$1.95 per share and unit, implying 1.1%–4.3% growth.
American Homes 4 Rent outlines 2026 growth, capital plans, and balance sheet strength in an investor presentation. The company guides 2026 Core FFO per share and unit to $1.89–$1.95, with a midpoint of $1.92, implying 2.7% growth over the prior year. Same-home core revenues are expected to grow 1.25%–3.25%, and core NOI 1.00%–3.00%.
AMH plans 1,700–2,100 total development deliveries in 2026, representing $650–$850 million of gross capital investment at the midpoint. In late 2025 and January 2026 it repurchased about 2% of shares and units at an average price of $31.65, and the board approved a new $500 million repurchase program.
The company highlights an investment-grade balance sheet with net debt and preferred shares at 5.2x Adjusted EBITDAre, fixed charge coverage of 4.1x, $890 million of undrawn revolver capacity, $18.8 billion of total capitalization, and no debt maturities until 2028. As of December 31, 2025, AMH owned over 61,000 single-family rental homes across more than 30 U.S. markets.
American Homes 4 Rent (AMH) reported steady growth for the fourth quarter and full year 2025. Fourth quarter rents and other single-family property revenues rose 4.2% to $455.0 million, with net income attributable to common shareholders of $123.8 million, or $0.33 per diluted share.
Core FFO for the quarter increased to $199.3 million, or $0.47 per share and unit, while Adjusted FFO reached $183.9 million, or $0.44. For 2025, net income attributable to common shareholders was $439.0 million, or $1.18 per diluted share, and Core FFO was $788.7 million, or $1.87 per share and unit.
The company continued to expand and optimize its portfolio, owning over 61,000 single-family properties as of December 31, 2025 and delivering 490 new homes in the fourth quarter through its development program. It repurchased 4.7 million Class A shares in the fourth quarter for $150.0 million and an additional 3.7 million shares in January 2026 for $115.1 million, and raised the quarterly common dividend 10% to $0.33 per share.
For full year 2026, AMH guides Core FFO per share and unit to a range of $1.89–$1.95, implying 1.1%–4.3% growth, supported by Same-Home Core NOI growth of 1.0%–3.0% and a development investment program of $650–$850 million.
American Homes 4 Rent reported that on December 3, 2025, it posted an updated investor presentation titled “Investor Highlights–December 2025” on its website. The presentation is available on the company’s Investor Relations page and has also been furnished as Exhibit 99.1 to this current report. The company notes that the presentation is being furnished rather than filed, which means it is not subject to certain liability provisions of the securities laws or automatically incorporated into other SEC filings unless specifically referenced.
American Homes 4 Rent (AMH) furnished an update on its business by announcing financial results for the quarter ended September 30, 2025. The company issued a press release and a Third Quarter 2025 supplemental package, which are provided as Exhibits 99.1 and 99.2 to this Form 8-K.
The information under Item 2.02 is furnished, not filed, under the Exchange Act. AMH’s Class A common shares trade on the NYSE under AMH, with Series G and Series H preferred shares listed as AMH-G and AMH-H.
American Homes 4 Rent furnished an investor presentation titled “Investor Highlights–September 2025” under a current report. The presentation was posted on the Company’s website, www.amh.com, on the Investor Relations page and is attached as Exhibit 99.1. The Company states that this material is provided under Regulation FD to share information fairly with the market.
The exhibit is expressly described as “furnished” and not “filed”, meaning it is not subject to certain liability provisions of the Securities Exchange Act and is not automatically incorporated into other securities law filings unless specifically referenced.